Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGLTX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS T) | NA | 14.02% | 5.24% | 5.52% | NA | NA | NA | … | … |
Data as of 04/27/2018, Common starting date is 02/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGLTX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS T) | 02/26/2009 | 04/27/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 14.02 | 5.24 | 5.52 | NA | NA | NA | … | … | -14.75 | 19.24 | 0.32 | -1.42 | -1.02 | 14.94 | 11.35 | -3.05 | 12.24 | 38.01 |
| Sharpe Ratio | NA | -0.31 | -0.11 | 0.14 | NA | NA | NA | … | … | -1.21 | 3.78 | 0.01 | -0.17 | -0.15 | 1.90 | 1.38 | -0.20 | 0.91 | 2.96 |
| Standard Deviation(%) | NA | 19.22 | 12.99 | 11.15 | NA | NA | NA | … | … | 33.13 | 4.94 | 8.91 | 8.50 | 6.93 | 7.83 | 8.24 | 15.04 | 13.38 | 15.56 |
| Draw Down(%) | NA | 19.92 | 19.92 | 19.92 | NA | NA | NA | … | … | 19.92 | 1.52 | 7.07 | 9.08 | 8.00 | 5.38 | 6.91 | 14.57 | 11.35 | 4.96 |
| Yield(%) | 16.64 | 23.61 | 8.82 | 8.16 | 7.64 | 5.09 | 3.82 | … | … | 17.00 | 5.96 | 0.37 | 2.89 | 6.76 | 8.89 | 2.19 | 1.14 | 1.45 | 2.04 |
Data as of 04/27/2018, Common starting date is 02/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLTX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS T) |
-0.71%
Dec 2013 – Dec 2016 |
2.30%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLTX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS T) |
15.83%
Mar 2009 – Mar 2012 |
13.43%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart